Smartkarma Corporate Webinar | Shipping: The Impact of COVID-19 and PSL’s Response
Tune in on 17 November, 5PM SGT/4PM ICT to hear from the CEO of Precious Shipping, Khalid Hashim, on the impact of COVID-19 on shipping and how his...
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PSL: Another Opportunity at the Bottom of Dry Bulk Cycle
We initiate coverage of PSL with a BUY rating, based on a target price of Bt7.10, which is derived from 1.0xPBV’21E, its 10-year average. The...
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The Week that Was in ASEAN@Smartkarma - Jakarta Unrest (?), Indonesia Property, and Asia Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
511 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Pay TV, and Cementing Consolidation
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
404 Views
Thai Industrial and the Trade War Resolutions
We met up with three companies that can be broadly described as industrial. While discussing their operations in the recent quarter, we also got a...
495 Views